Your loved ones will find dealing with bereavement very difficult - so you will be able to make their life so much easier if you create an Important Documents file for them – containing items from the following checklist:
It is then important to talk them through the contents and cover what is there and why.
Checklist of what you should include:
- Will
- Birth & marriage certificates
- All investment and share certificates
- Insurance policy documents
- All account details and passwords for any online accounts
- Loan and credit card details
- Solicitor
- Accountant
- Financial Planner
- Recent Valuations for all accounts and holdings (suggest annually updated)
- Utility and other providers’ details
- Doctor and any other Health Professionals details
How we can help
For further information on later life advice, contact Nick Hutchings Accredited SOLLA adviser on nick.hutchings@shawgibbs.com or call 01865 292200.